This 43-point AI stock research checklist with prompts built-in for each checkpoint makes the stock research process faster and more thorough. It covers key areas of stock analysis, including:
- Understanding the business
- Market position and competitive advantages
- Growth potential
- Industry trends
- Financial strength
- Capital allocation
- Management integrity
- Key risks and conclusions
How I Use It with Perplexity Spaces
Perplexity Spaces allow you to organize your Threads and files by topic or project, making it easier to collaborate and manage research. Whether you’re working on a personal project or collaborating with others, Spaces let you create a tailored knowledge hub with both web and personal file searches.
- AI-Powered Insights – I copy prompts from this AI stock research checklist and paste them into Perplexity Spaces, which pulls insights from both uploaded documents and web search results.
- Review & Refine – I check the AI’s response for accuracy, then copy useful insights into the ‘responses’ section of my checklist.
- Systematic & Efficient – This structured approach helps me analyze companies thoroughly while saving time on research.
This checklist helps investors stay disciplined, gather comprehensive information to make smarter decisions—all with the power of AI! 🚀
Note: This is a digital, downloadable product. This checklist is available for download at checkout and is compatible with Microsoft Excel as well as Google Sheets.
For more details, refer to this step-by-step guide for using this checklist + Perplexity Spaces for stock research. The AI prompts from this checklist are also compatible with other Generative AI models such as ChatGPT, Google Gemini, DeepSeek and others.
